The Money Runner
Running On Empty – Why a debt deal could be bad news for stocks
By David Nelson, CFA You’ve probably had this conversation with friends and family. It goes something like this. What happens to my 401k and other investments if Democrats and Republicans can’t come to a compromise over the debt ceiling? U.S. debt is a staggering 31.4 trillion and debt to GDP is at the highest levels […]
Silicon Valley Bank – Did the Fed break it or was it broken already?
By David Nelson, CFA The failure of Silicon Valley Bank has sent regulators and the Federal Reserve scrambling for answers on how and why this happened. In some ways little has changed since the dark days of the financial crisis. This was a bank pushing the envelope, growing at break neck speed and seemingly unafraid that rising […]
Yellen Walks Back Call On Rates
David joins Fox Business anchor Maria Bartiromo to discuss recent comments from Secretary of Treasury Janet Yellen.
Fed Trek – The Great Unwind
By David Nelson, CFA [These are the voyages of the Federal Reserve. Its five-year mission: to unwind a massive balance sheet, to seek out inflation and low unemployment, to boldly go where no man has gone before.] There was no shortage of news last week as the S&P 500 closed at another all-time high. Kim […]
The Fed Surprise
David points out the only surprise in the March Fed Policy statement. Caught Hedge Funds off sides…
The Market Rally – Up Close & Personal
David joins Michelle Makori on the new I24 News set from Times Square to discuss the market rally and why he’s getting worried.
Trump & the Fed – Is Yellen on the way out?
David shares his take on Trump’s view of the Fed and the odds of Yellen giving up the Chair.
Will the Fed end the Trump Rally?
By David Nelson, CFA After a 4 week post-election rally pushing the Dow up close to 20K, focus shifts to the Fed and an expected rate hike, the first since last year. There’s little debate on the street as to the announcement this week but the commentary that follows has investors wondering just how much […]
